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iShares S&P 500 Growth ETF
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Overview Fund Activity

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.82%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$55.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$34.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$33.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$29.7M
5
AG
Advisor Group
Arizona
+$24.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
2
VA
Valmark Advisers
Ohio
-$135M
3
Wells Fargo
Wells Fargo
California
-$77.1M
4
HNB
Huntington National Bank
Ohio
-$73.4M
5
Morgan Stanley
Morgan Stanley
New York
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
551
Freedom Day Solutions
Texas
$285K +$285K +7,348 New
MCM
552
Mengis Capital Management
Oregon
$282K – – –
MM
553
Meridian Management
Arkansas
$279K – – –
RCA
554
Rex Capital Advisors
Rhode Island
$278K – – –
MMHP
555
Murphy Middleton Hinkle & Parker
Georgia
$275K +$310 +8 +0.1%
HCM
556
Harvey Capital Management
Florida
$271K +$7.74K +200 +3%
ACP
557
Aveo Capital Partners
Colorado
$270K +$270K +6,976 New
GLA
558
Good Life Advisors
Pennsylvania
$269K -$4.54K -120 -2%
CSM
559
CAMG Solamere Management
North Carolina
$269K – – –
CG
560
Corundum Group
Colorado
$268K – – –
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$264K -$6.98K -180 -3%
NP
562
NorthRock Partners
Minnesota
$262K -$35.8K -924 -12%
F
563
F3Logic
Minnesota
$262K +$262K +6,776 New
EP
564
Edgestream Partners
New Jersey
$261K -$345K -8,872 -57%
PI
565
PHH Investments
Texas
$260K – – –
AT
566
Arden Trust
Delaware
$256K -$170K -4,400 -40%
LWA
567
Lenox Wealth Advisors
New York
$256K – – –
FCFS
568
First Command Financial Services
Texas
$256K – – –
FCB
569
First Command Bank
Texas
$255K – – –
VF
570
Virtu Financial
New York
$253K -$389K -10,052 -61%
CFA
571
Capstone Financial Advisors
Illinois
$252K +$252K +6,504 New
CWM
572
Chesapeake Wealth Management
Virginia
$250K +$250K +6,428 New
OA
573
Opes Advisors
California
$248K – – –
WF
574
Welch & Forbes
Massachusetts
$247K -$37.3K -960 -13%
SMFS
575
Squar Milner Financial Services
California
$244K -$3.11K -80 -1%
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